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Ronald Stephen Thompson

Corecap Advisors

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About Ronald Stephen Thompson

Ronald Stephen Thompson is an Investment Advisor Representative with Corecap Advisors, LLC and True North Advisors, offering financial planning and portfolio management services to individuals, businesses, and retirement plans. Ronald has been in the financial services industry since 2009 and is registered to provide investment advisory services in several states. Ronald has a proven track record of helping clients achieve their financial goals.

Firm Information

Ronald Thompson is currently registered with Corecap Advisors. Corecap Advisors is an investment advisory firm located in SOUTHFIELD, MI. They manage over $2.46 billion in assets for 8,713 clients, primarily individuals, corporations, and pension plans. They offer a variety of advisory services, including financial planning, portfolio management, and educational seminars. Corecap Advisors is registered with the SEC under the number 801-72687.
Corecap Advisors

27777 FRANKLIN ROAD

SOUTHFIELD, MI 48034

$2.47B

Assets Under Management

6

Total Clients

116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Thompson’s Registration & Firm History

MI

08/16/2022 - Present

Corecap Advisors (Northville MI)

MI

06/22/2011 - 08/02/2017

NYLIFE SECURITIES LLC (OKEMOS MI)

MI

08/13/2009 - 06/06/2011

MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)

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Licenses & Designations

IA

Issued 10/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/12/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ronald Stephen Thompson. Review regulatory record here.
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